Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs to drive satisfaction and loyalty.
Role type
Banking Advisor (Sales & Client Service)
Builds
Client relationships and sales/referral opportunities for RBC Personal & Commercial Banking
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client discovery, problem-solving, digital literacy, sales expertise, relationship building
Preferred skills
Mutual Funds accreditation (Canadian Securities Course), second language skills, track record in financial services
Technologies
Digital banking platforms, mobile devices (smartphones, tablets, laptops)
Responsibilities
Proactively engage clients to uncover banking needs and identify sales opportunities; assist with full range of financial transactions; demonstrate digital banking tools; resolve client banking problems; cultivate partner relationships for referrals
Seniority
Entry-level / Trainee